INV: Item Group Setup

Overview

The Item Group Setup window is accessed from the Job Master File (Accounting Info) window. The Item Group Setup screen is used to create groups of items used or resold. By setting up Item Groups the system is able to determine if items requested are actually the items used at a job site. The Item Groups can also be used to set up special pricing for a Job. If a group of Jobs use the same items and resale pricing markup scheme, then create one Item Group and assign it to each Job.

The Rollover button in the toolbar is functional. You may use the Rollover to make a copy of an existing Item Group. Rolling over Item Groups is useful if you need to add similar groups.

Key Functionality

Toolbar

Rollover button

Use the Rollover button (on the toolbar) to make a copy of an existing Item Group. Rolling over Item Groups is useful if you want to reuse the items from another Item Group and make additional changes. For more information, see Rolling Over Item Groups. If you need to enter multiple Item Groups that are similar to one another, this would prevent the time-consuming task of entering all of the Item Details, when you only need to add or change a few line items.

Lookup

Use the Lookup to select from a list of existing Item Groups.

If you enter an Item Group and the text matches an existing record, the record is displayed.

Description

Use the Description field to assign and identify an Item Group. This Item Group Description appears in the drop down list of the Item Group field when you set up Jobs on the Job Master File (Accounting Info tab) screen.

Item Group descriptions can be as simple as All Accounts, Banks, Schools, etc. It may be better to use the Job Number, instead of the Job Name, since the Job Number.

Notes

Use the Notes field to enter any notes pertaining to this Item Group. If you enter more than one line of information in this field, the system automatically wraps the lines of information for you.

Export/Import

Use the export/import feature to manage the items that are under a Group ID before you import item master file information. There are Export and Import buttons on this window for managing Group ID information. These buttons are disabled if the user's security does not have security to import and export inventory information.

Note:  There is a security feature called Cannot Import under the Item Groups window which allows you to control who can import and export inventory information. By default, this security feature is not enabled, so you need to add it to the security profile for any users who should not have the ability to import and export inventory information.

You can import new items, import updates to existing items, and delete items. New item groups cannot be added using the import feature—all Group IDs must already exist in WinTeam.

To import updates, first use the Export option to save the vendor information in an Excel spreadsheet, and then use the Import option to import the adjusted information.

No records are imported if any records in the file contain errors—you must correct the errors before any records can be imported successfully.

Group Details

Item

Use the Item field to select the Item Number to associate with the Item Group.

Type the Item Number in this field, or use the Lookup to locate the Item Number. Once a selection is made, the description of the item displays.

Item Description

The description of the Item Number displays based upon the description entered in the Item Master File. You cannot modify the description from this screen.

Resale

Select the Resale check box if this item is being resold to a Job.

Use Tiers

Select the Use Tiers check box if the item has multiple pricing schemes based on the quantities resold. When the Use Tiers check box is selected, the system displays the Group Tiers Grid.

Price Type

Use the Price Type to select the method used to calculate the resale price for the job and item.

New Sales Price Amount

Select this option to have the system ignore the Normal Resale Prices set up for this Item, and the item will be billed at this amount. When this option is selected, the Price Factor is entered as a dollar value.

Pct Markup to Cost

Select this option to have the system use the percentage times the normal cost of the item to determine the Resale Price. If this option is selected, the Price Factor is entered as a percentage.

Note:  In WinTeam there is a Standard Cost and an Average Cost, so we must identify which cost to look at when figuring the markup percentage. If the Resale Method for this item is set up to use the Normal Resale Price, the system looks at the Job Cost Method (Standard Costs or Average Costs) to determine the normal cost for this item. If the Resale Method for this item is set up to Markup on Standard Cost, the normal cost would be the Standard Cost. If the Resale Method for this item is set up to Markup on Average Cost, the normal cost would be the Average Cost.

Pct Discount from the Std Sales Price

If this option is selected, the Price Factor is entered as a percentage. The percentage times the normal Resale Price of the item is used to determine the discount. The discount is then subtracted from the normal Resale Price to calculate the special pricing for this item and quantity.

Note:  The Resale Method selected on the Pricing tab of the Item Master File determines the Normal Resale Price. Whichever method used for this item is considered the Normal Resale Price used for the quantity displayed. The only exception to this is if the Job location is set up with a special Markup Percentage. In this case, the Normal Resale Price is figured using the Markup Percentage in the Job File and the Markup Method in the Item Master File. (If the Markup Method in the Item Master File is to Use Normal Resale Price and the Job File is set up to Use Special Markup %, the system uses the Standard Price to determine which cost to use in figuring the Normal Resale Price.

Same as Usual (Std Sales Price)

If this option is selected, the Price Factor field is not applicable.

Price Factor

Based upon the Pricing type selected, the pricing factor displays accordingly.

For the Percent markup to Cost and Percent Discount from the Standard Sales Price, the pricing factor displays as a percentage.

For the New Sales Price Amount, it displays as a dollar value.

the as Usual (Std Sales Price) selection is left blank. enter the appropriate value based upon the selection made.